Commonwealth Equity Services’s IQ Hedge Event-Driven Tracker ETF QED Stock Holding History

Commonwealth Equity Services’s Portfolio QED Stock Details QED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-57,996	Closed	-$1.2M	–	3794
2022 Q2	$1.2M	Sell	57,996 -3,717	-6%	-$79.2K	﹤0.01%	1758
2022 Q1	$1.38M	Buy	61,713 +8,239	+15%	+$185K	﹤0.01%	1755
2021 Q4	$1.25M	Buy	53,474 +4,064	+8%	+$96.6K	﹤0.01%	1827
2021 Q3	$1.17M	Buy	+49,410	New	+$1.18M	﹤0.01%	1801

Other funds holding QED

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Commonwealth Equity Services's QED Position: Q3 2022 in Review

Commonwealth Equity Services sold out of IQ Hedge Event-Driven Tracker ETF (QED) in Q3 2022, closing a stake of 57,996 shares — an estimated $1.2M sold.

Commonwealth Equity Services first reported a position in QED in Q3 2021 and held it in 4 quarters. The position peaked at $1.38M in Q1 2022. 11 funds tracked by Wall St. Rank hold QED as of Q3 2022.

Commonwealth Equity Services reported no remaining IQ Hedge Event-Driven Tracker ETF position as of Q3 2022 after selling out during the quarter.
Commonwealth Equity Services sold 57,996 IQ Hedge Event-Driven Tracker ETF shares in Q3 2022, an estimated $1.2M.
Commonwealth Equity Services first reported a position in IQ Hedge Event-Driven Tracker ETF in Q3 2021 and held it in 4 quarters.
Commonwealth Equity Services's IQ Hedge Event-Driven Tracker ETF position peaked at $1.38M in Q1 2022.
11 funds tracked by Wall St. Rank held IQ Hedge Event-Driven Tracker ETF as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.